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How to connect Clio and Jibble
Create a New Scenario to Connect Clio and Jibble
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or Jibble will be your first step. To do this, click "Choose an app," find Clio or Jibble, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the Jibble Node
Next, click the plus (+) icon on the Clio node, select Jibble from the list of available apps, and choose the action you need from the list of nodes within Jibble.
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Authenticate Jibble
Now, click the Jibble node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Jibble settings. Authentication allows you to use Jibble through Latenode.
Configure the Clio and Jibble Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Clio and Jibble Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Clio, Jibble, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Clio and Jibble integration works as expected. Depending on your setup, data should flow between Clio and Jibble (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Clio and Jibble
Jibble + Clio + QuickBooks: When an employee clocks in or out via Jibble, the time entry is used to create an activity in Clio, which can then be used to create an invoice and update QuickBooks for accurate accounting and billing.
Jibble + Clio + Slack: Whenever an employee clocks in via Jibble for a specific Clio project, a notification is sent to the designated Slack channel for that project, keeping the project team informed about who is working and when.
Clio and Jibble integration alternatives
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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About Jibble
Jibble streamlines time tracking. Connect it to Latenode to automate payroll, project costing, or attendance alerts. Send Jibble data to accounting software or HR platforms automatically. Use Latenode's visual editor to create custom rules and notifications based on employee time entries, eliminating manual data transfer and ensuring accurate records.
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FAQ Clio and Jibble
How can I connect my Clio account to Jibble using Latenode?
To connect your Clio account to Jibble on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and Jibble accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically track billable hours using Clio and Jibble?
Yes! Latenode’s visual editor lets you build workflows that log Jibble time entries to Clio, ensuring accurate billing. Plus, scale your automations easily as your firm grows.
What types of tasks can I perform by integrating Clio with Jibble?
Integrating Clio with Jibble allows you to perform various tasks, including:
- Create Clio tasks when employees clock into specific Jibble projects.
- Update Clio client information based on Jibble time tracking data.
- Generate reports of billable hours from Jibble within Clio.
- Send notifications when Jibble time entries exceed budgeted hours in Clio.
- Automatically create Jibble projects when new clients are added in Clio.
How secure is the Clio integration within Latenode's platform?
Latenode uses secure authentication and encryption to protect your Clio data. Access is strictly controlled, ensuring data privacy.
Are there any limitations to the Clio and Jibble integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Clio might require advanced configuration.
- Real-time data synchronization depends on the API rate limits of both apps.
- Historical Jibble data might need manual import for initial setup.
